Juan Fernando Garcia heredia
Investment adviser representative at Accel Wealth Management
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Accel Wealth ManagementAug 2024 to now
- Vega Sports AcademyJun 2021 to now
- Elmcrest Country ClubNov 2022 to Aug 2024
- Gm FinancialJan 2018 to Jul 2022
- North River Yacht ClubJan 2016 to Dec 2018
- University of AlabamaJan 2015 to Dec 2017
- Stillman CollegeJan 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IA).
Accel Wealth Management
Legal name: Accel Wealth Management LLC
$1.1BAssets managed
1,381Clients
10Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7947394
- Firm CRD
- 286201